SIM vs. FXAIX
Compare and contrast key facts about Grupo Simec, S.A.B. de C.V. (SIM) and Fidelity 500 Index Fund (FXAIX).
FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
SIM vs. FXAIX - Performance Comparison
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SIM vs. FXAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIM Grupo Simec, S.A.B. de C.V. | 3.84% | 9.24% | -12.90% | -7.78% | 25.19% | 110.94% | 35.02% | 5.83% | 2.67% | -34.86% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, SIM achieves a 3.84% return, which is significantly higher than FXAIX's -7.05% return. Over the past 10 years, SIM has outperformed FXAIX with an annualized return of 15.05%, while FXAIX has yielded a comparatively lower 13.75% annualized return.
SIM
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 3.84%
- 6M
- 10.00%
- 1Y
- 17.51%
- 3Y*
- -4.00%
- 5Y*
- 20.75%
- 10Y*
- 15.05%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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Return for Risk
SIM vs. FXAIX — Risk / Return Rank
SIM
FXAIX
SIM vs. FXAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grupo Simec, S.A.B. de C.V. (SIM) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SIM | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.84 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.30 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.05 | +0.22 |
Martin ratioReturn relative to average drawdown | 4.21 | 5.13 | -0.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SIM | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.84 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.68 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.77 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.75 | -0.69 |
Correlation
The correlation between SIM and FXAIX is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SIM vs. FXAIX - Dividend Comparison
SIM has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIM Grupo Simec, S.A.B. de C.V. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
SIM vs. FXAIX - Drawdown Comparison
The maximum SIM drawdown since its inception was -92.56%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SIM and FXAIX.
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Drawdown Indicators
| SIM | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.56% | -33.79% | -58.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.59% | -12.13% | -1.46% |
Max Drawdown (5Y)Largest decline over 5 years | -40.14% | -24.50% | -15.64% |
Max Drawdown (10Y)Largest decline over 10 years | -58.81% | -33.79% | -25.02% |
Current DrawdownCurrent decline from peak | -16.76% | -8.89% | -7.87% |
Average DrawdownAverage peak-to-trough decline | -52.98% | -3.83% | -49.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 2.50% | +1.62% |
Volatility
SIM vs. FXAIX - Volatility Comparison
The current volatility for Grupo Simec, S.A.B. de C.V. (SIM) is 0.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.24%. This indicates that SIM experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIM | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 4.24% | -4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 27.89% | 9.08% | +18.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.11% | 18.13% | +18.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 48.03% | 16.88% | +31.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.21% | 18.03% | +30.18% |